+67.7%
FTXH vs VOO
+82.8%
-15.1%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.6% |
| 7D | -3.1% | -0.8% | -2.4% | -2.7% |
| 30D | +1.2% | -1.1% | +2.3% | +1.8% |
| 3M | +12.4% | +3.9% | +8.5% | +9.9% |
| 6M | +17.9% | +13.6% | +4.3% | +9.7% |
| YTD | +23.4% | +12.7% | +10.7% | +15.2% |
| 1Y | +43.9% | +17.6% | +26.4% | +31.3% |
| 3Y | +58.5% | +77.3% | -18.9% | +14.7% |
| All | +67.7% | +82.8% | -15.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling